See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIC INTERNATIONAL Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $76,752 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2046110 1300 E NINTH, SUITE 1900 · CLEVELAND, OH 441141593 | Advisory (Plan) | $75,000 |
ALLOTTA FARLEY CO LPA8 years Filed as: ALLOTTA FARLEY CO, LPA Service code 29 · EIN 34-1316963 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $38,361 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DR. · CANFIELD, OH 44406 | Accounting | $33,484 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0614919 333 WEST 34TH ST 2ND FLR · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $23,638 |
Filed as: FIDELITY INVESTMENT INST.OPER.CO. Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $5,791 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,692 | $88,480-35.9% | $96,683-41.4% | $80,160-29.3% |
| Participation rate | 76.3% | 79.9%-3.6pp | 74.3%+1.9pp | 72.9%+3.3pp |
| Annual return | 15.60% | 22.53%-6.9pp | 35.69%-20.1pp | 40.38%-24.8pp |
| Employer contribution / active EE | $4,109 | $4,176-1.6% | $3,737+10.0% | $2,978+38.0% |
| Participant deferral / active EE | $748 | $3,959-81.1% | $4,878-84.7% | $5,017-85.1% |
| Admin fee / account holder | $70 | $212-67.1% | $6,730-99.0% | $145-51.9% |